Look for an existing credit note.
Menu > Finance and Accounts > Accounts > Credit Notes tab
- Select the filters and click Search
- Click on “Show used credit notes” to view used credit notes.
- Click on CN number to view the credit Note.
How to add a credit note
On Credit Notes tab > Select Add New button
- Add Child, Payee, Issue Date
- Save and Continue
Use Credit notes on the invoices.
- You will be asked if you would like to use your credit note amount.
Under Invoice tab > Select Invoice Number > Receive payment > Mark Checkbox > Allocate from credit note on the pop-up > Add
Credit note payments will be deducted from the total pending payment amount and the invoice will be updated as paid.